Position in XP
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$310,142
+$49,794 QoQ
Shares Held
16,289
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OneAscent Investment Solutions LLC holds $901,830 across 3 Capital Markets names.
All Filings in XP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $310,142 | 16,289 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $260,348 | 15,904 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $300,057 | 15,969 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||